Will has worked in the financial industry for over 30 years gaining experience in all aspects of the Wealth Management businesses in two of Canada's largest chartered banks. In addition, he has worked for two of the biggest global wealth management companies. Will holds the Chartered Financial Analyst (CFA) designation, has a Master of Business Administration (MBA) degree from Dalhousie University, and is a CFP (Certified Financial Planner) Professional. He has taught Financial Planning courses at Mount Royal University in Calgary, Alberta.